What credentials or certifications do you hold?

I am a CERTIFIED FINANCIAL PLANNER™ with a degree in business and over 24 years of experience, the last 15 years of that time managing my own Registered Investment Advisory (RIA) firm. I also continuously upgrade my knowledge through various conferences and professional development courses to stay up to date with industry trends to provide you with the best possible advice. Please visit my bio page to learn more about me.